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Lenox Wealth Management’s Blackstone BX Stock Holding History

Lenox Wealth Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,500
Closed -$83K – 483
2017
Q3 		$83K Hold
2,500
– – 0.03% 179
2017
Q2 		$83K Buy
+2,500
New +$78.4K 0.03% 167

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Management's BX Position: Q4 2017 in Review

Lenox Wealth Management sold out of Blackstone (BX) in Q4 2017, closing a stake of 2,500 shares — an estimated $83K sold.

Lenox Wealth Management first reported a position in BX in Q2 2017 and held it in 2 quarters. The position peaked at $83K in Q3 2017. 641 funds tracked by Wall St. Rank hold BX as of Q4 2017.

  • Lenox Wealth Management reported no remaining Blackstone position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 2,500 Blackstone shares in Q4 2017, an estimated $83K.
  • Lenox Wealth Management first reported a position in Blackstone in Q2 2017 and held it in 2 quarters.
  • Lenox Wealth Management's Blackstone position peaked at $83K in Q3 2017.
  • 641 funds tracked by Wall St. Rank held Blackstone as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.